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Marketcircle KB .: Daylite 3.x .: Versions .: What's New in Daylite 3.2

What's New in Daylite 3.2

Daylite 3.2 requires Mac OS X 10.4.x (Tiger) or higher.
Please ensure all Daylite users are on 10.4.x (Tiger).

Features

Appointments/Tasks

Estimated Time

Added the field "Estimated Time" field to Task. Here you can put in the number of days, weeks, hours, minutes a Task is projected to take.

Appointment Duration Column

Added option to display a "Duration" column to appointments in column mode

Subtask Auto-linking

Linking an object to a task now automatically passes that link along to any subtasks in the hierarchy. Same with unlinking from a task with subtasks.

Calendar

Improved Printing

Calendar printing completely overhauled. Special interface for printing the calendar allowing you to choose day/week/month as well as options such as range, due list(for the day view), user legend, and more. Choosing File->Print when on the calendar pane or choosing File->Print Calendar regardless of what pane is showing will show the new printing interface.

User Legend

Added the user legend strip to the month view along the top, like the ones in the day and week modes.

Mini Calendar Popup

Changed the close behavior of the mini calendar popup - it no longer disappears whenever the mouse strays outside it, the user must either choose a date or actually click anywhere outside the popup to cause it to vanish.

Contacts/Organizations

Default Selections

When logging in to a database for the first time, the "Contacts" and "Organizations" lists will be default instead of "My Contacts" and "My Organizations". The default pane will be the Contact pane instead of the Calendar pane, and it will automatically select the contact associated to the user logging in.

Role Sorting

Added ability to sort by Role in the Contacts list for column mode.

Database

New Database Wizard

Completely revamped the New Database wizard. Easier to understand, and has features such as import from iCal/Address Book and Add Additional Users.

Menus

Copy Phones/Addresses

Added Edit -> Copy Phones/Addresses to the main menu bar. Copies the phone/address of the selected Contact or Organization to the clipboard for easy pasting elsewhere. Also available as a contextual menu.

Owner Contextual Menu

Added "Owner" to the contextual menu options for all objects. Allows you to set the owner, as well as checking off the owner for the selected object

Flagged Contextual Menu

Added "Flagged" to the contextual menu options for Contacts and Organizations. Shows a flag image if the selected contact/organization is flagged, and clicking it flags/unflags the selection.

Add Sourcelist to Shortcuts

Added "File -> Add Sourcelist to Shortcuts" in the main menu. Does the same thing as dragging a source list to the shortcut bar.

Projects/Opportunities

Estimated Time

Added the field "Estimated Time" field to Project. Here you can put in the number of days, weeks, hours, minutes a Project is projected to take.

Reporting

Visual Query Filter

Completely revamped the Visual Query Filter. It now automatically calculates the source and give you the ability to filter relationships from a parent. You also also configure the columns in the filter as well as some of the appearance attributes. This filter has been renamed to 'Standard Filter' as we believe it will be the most common filter used from now on. Added the ability to put 'user input' keys in the various date criteria.

Element Path Display

Added an element path display at the bottom on the report editor. This view shows you the whole parent chain allowing you to select any of the parent elements. This is useful when you select an element that is the same size as it's parent element and you need to manipulate the parent element.

Selection Behavior

Changed the selection behavior so that now you don't have to double-click on the parent element anymore.

Improved Error Handling

Made the error handling mechanism much more forgiving. If there is an error during the generation of a report, we try to insert the error code into the problem area and continue rendering the report. Now you will be able to visually see which field is in error.

Easier Access to Preview

You no longer have to save a report to preview it while in the editor.

Token Entry

Relaxed the token field key path rules - for example - you used to have to type in 'parent.reportData.object.firstname'. Now you can get away with just 'firstname' in the most common cases. The report engine will infer the object. You would have to be specific if there are multiple objects in the hierarchy that respond to firstname.

Deprecated: Project/Opportunity Sub Array Filter

The Proj/Opp Sub Array and the Activity Sub Array filters have been deprecated - use the Standard Filter to achieve the same functionality.

Source Lists/Smart Lists

Drag 'n Drop List Creation

Added ability to drag objects to the source list table to create a new source list with those objects automatically added(i.e. drag a bunch of contacts to an empty space in the Contact source list table).

Auto-addition of New Objects to Source Lists

When creating an object, if you have a source list selected for that object type, it will automatically be added to that source list(note: does not apply to smart lists for obvious reasons).

User Interface (Misc)

Go-To Arrow in Edit Cards

Added GoTo arrow in the window titlebar of all the edit cards. If you are editing an object and you would like to go to it in the main window press the go to arrow.

Prevent Auto-Linking

Holding down option when creating new objects now causes Daylite to ignore selected objects for auto-linking.

License Panel

Tweaked the license panel to give more feedback to the user upon successfully entering a license

Bugs

Appointments/Tasks

Auto-dialer Crash

Fixed issue where dialing a phone number for a contact or org linked to a task or appointment, when triggered from the business card view in the reminder pane, would crash when you finished

Follow-up Task Duplicate Links

Fixed issue where creating a follow-up task or appointment from a task or appointment with a contact linked, the organization could show up twice as linked if auto-link default organization is on.

Calendar

Appointment Drag Auto-scrolling

Fixed issue where drag creating an appointment would not auto scroll the view when dragging to the edges

Appointment Drag Out-of-bounds

Fixed issue where it was possible to drag an appointment beyond the ends of the day and week calendar views causing odd duration values to appear in the appointment card

Contacts/Organizations

Default Organization Name

Fixed issue where sometimes after changing the name of an organization, contacts associated to the organization would have the old name in their Organization column.

Appointment Title

Fixed issue where the title of new appointments when created from in the calendar were not reflecting linked objects (i.e. New Appointment for John Smith)

Import/Export

Newlines Removed from Tab Delimited Export

Newlines are now being removed and replaced with a space for tab delimited exporting. This fixes issues caused when importing the resulting files into applications such as Excel.

Default Start/Due Dates

Fixed issue where during an import if no due date or start date is specified, a default of Today would be set, but this is not the right behavior for an import, they should be left blank.

Note Importer

Fixed issue where in the delimited importer when importing a note and attaching to an Organization with source import ID, it was not linking the newly created note.

Forms

Field Ordering

Fixed issue where in the Forms tab for Contacts, Organizations, Projects, Opportunities and Groups, when displaying a form the fields displayed were not ordered properly. Also fixed issue where when printing a form the fields were not ordered properly.

Letter Merge

Merge with Excel

Fixed issue where letter merge with Excel was not working properly, and would complain of an applescript error.

User Interface (Misc)

Bulk Edit Extra Field Names

Fixed issue where user assigned extra field names were not showing up in field menu in the bulk edit, only generic "Extra Field 1" type names were showing up.

Edit Card Popups Display Issue

Fixed issue where when a category or other pop-up related value is made inactive but some objects still have that value set, when viewing the card the selected value in the popup is not the readable name.

Reminder Date Resetting

Fixed issue where if your international settings were certain things(i.e. French) clicking on and off the reminder checkbox in the task card could cause the reminder date to change unexpectedly.

Spring-loaded Navigator

Fixed issue where when using the spring-loaded feature to switch panes in the navigator, if you drag an object from the find panel it won't work properly

View Settings

Fixed issue where view settings(such as the visible columns and order of columns) could get reset for a smart list if you had edited the criteria of that smart list and saved it.

Due List Bold Items

Fixed issue where things in the Due list were showing bold(overdue) even if they were due today. Now they only show bold when they are due before today.

Day/Week/Month Navigator Arrows

Made arrows in the day/week/month navigator for the calendar have a larger click area.

Columns Size-to-fit

Fixed issue where when adding columns to a table, when size to fit is checked, it sizes all the added columns to a tiny size rather than spreading the width equally between all columns


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